Looking to take your career to the next level Then this role is for you!
Join Outsourcey and be part of our mission to revolutionize global talent expansion! We connect businesses with dedicated fulltime teams in the Philippines offering costefficient solutions without compromising quality. Join us and help elevate businesses with complete control and comprehensive support lets shape the future of work together!
Profile Requirements:
- Experience: Preferred experience in customer support administrative assistance or virtual support roles preferably within the insurance or financial services industry.
- CRM Proficiency: Comfortable using CRM platforms to manage tasks assign action items upload documents and move workflows forward. (InsuranceMine)
- Strong Email Handling Skills: Skilled at triaging high volumes of email traffic applying templates accurately and managing multiple communication threads without missing deadlines.
- Attention to Detail: Highly organized with a focus on properly linking documents emails and tasks to client files maintaining compliance and clean data practices.
- SelfStarter with Process Discipline: Ability to work independently follow established task templates and maintain consistent followup without constant oversight.
- Customer Service Mindset: Professional and clientfocused written communication style with an emphasis on clarity politeness and representing the brand with a high standard of care.
Core responsibilities:
- Email Triage and Management: Monitor incoming emails from carriers and clients prioritize them and ensure they are routed correctly through the CRM workflow.
- Outbound Client Communication: responding to SMS messages and emails to follow up on esignature requests and outstanding client documents using prepared scripts and templates.
- Automated Email Responses: Use CRMprovided email templates to respond quickly and appropriately to client inquiries ensuring timely and accurate communication without manual drafting.
- Attachment Processing: Download attachments from carrier emails and properly upload and associate them with the correct client file within the CRM system.
- Task Assignment: Utilize CRM task templates to create update and assign tasks to the appropriate team members ensuring nothing falls through the cracks.
- CRM Workflow Management: Keep all client records updated mark followup steps move email threads forward and maintain accurate tracking of client communications and requirements.
Benefits: Competitive salary Opportunity to shape the HR function of a rapidly growing BPO. Work closely with a team of industry leaders who have successfully scaled BPOs in the past. Career growth and development opportunities.
NOTE: This is a permanent remote position structured as an Independent Contractor arrangement. Selected candidates must have their own equipment and reliable internet connection. Additionally they will be responsible for managing their own taxes and benefits. Compensation is offered on a biweekly basis.
Please attach your CV and we will be in touch for a confidential chat. Lets do great things together!
This is a remote position.